Notes and CRM updates
Keep conversation details with the customer.
AvailableProduct / Agent tools
Hand the admin to agents.
Agents handle notes, follow-ups, scheduling, documents, and CRM updates. Your approval defines the work they can do.
Find the work you can automateAGENT TOOLS / SCOPED WORK
TO DOAIVI AT WORKREADY
Scheduling↗︎
Notes○
CRM update○
Choose the tool for the task
Choose the tool for the task
ILLUSTRATIONCapabilities
Scheduling and documents
Carry the routine work forward.
AvailableTool connections
Review permissions and the systems each action can touch.
Confirm in reviewGive the conversation a next step.
Agents handle notes, follow-ups, scheduling, documents and CRM updates around the customer conversation.
Choose the actions an agent can take.
Your team approves the work and decides when an agent must bring in a person.
Keep completed work with the customer.
Review the conversation and the updates written back to your CRM.
IGNITE / WORK ENGINEExample
≈4hours
returned per person per day.
Approved version checked on every run.
Your next step
Get your AI readiness review.
Start with the follow-up, service or admin taking time from your team. We’ll identify the work to review and how it fits your current systems.